Settings and activity
9 results found
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285 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment 
Paul Russell
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423 votes
An error occurred while saving the comment Paul Russell
commented
Yet another critical function that is missing in Xero. Why the need to allocate one at a time? This ties in 100% with the inability to allocate credit notes in the bank reconciliation. Any accountant that flogs this software as being user friendly should try using it themselves.
Paul Russell
supported this idea
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712 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Paul Russell
commented
Is there an ETA on this? A year since it was being implemented (!!!)
Paul Russell
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13 votesPaul Russell
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28 votesPaul Russell
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17 votesPaul Russell
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123 votes
An error occurred while saving the comment Paul Russell
commented
@ Jen Lee - The more you use Xero, the less surprising it is. Approx. 50% of the things I want to do with Xero lead me to these request pages with many upvotes and no action. I just manually grouped 370 debtors to match an external system, and when I need to re-arrange them, we'll have to do it manually.
Paul Russell
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52 votesPaul Russell
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48 votesPaul Russell
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I have monitored about 15 of these features over the last 5 years over a few subscriptions. None of them ever get implemented. It's like they half arsed the software and will ride the money train into the ground.